|
401
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$1.56M
|
–
|
–
|
–
|
|
|
402
|
Samara Investment Management
Beaverton,
Oregon
|
$1.55M
|
+$1.66M
|
+8,566
|
New
|
|
|
403
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.55M
|
-$10.6K
|
-55
|
-0.6%
|
|
|
404
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.55M
|
-$193
|
-1
|
-0%
|
|
|
405
|
Balance Wealth
Delaware,
Ohio
|
$1.54M
|
-$2.13K
|
-11
|
-0.1%
|
|
|
406
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.52M
|
-$710K
|
-3,675
|
-30%
|
|
|
407
|
Franklin Resources
San Mateo,
California
|
$1.51M
|
–
|
–
|
–
|
|
|
408
|
Lewis Asset Management
Lafayette,
California
|
$1.51M
|
-$31.9K
|
-165
|
-2%
|
|
|
409
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.5M
|
+$386
|
+2
|
+0%
|
|
|
410
|
CX Institutional
Auburn,
Indiana
|
$1.5M
|
-$108K
|
-560
|
-6%
|
|
|
411
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.49M
|
–
|
–
|
–
|
|
|
412
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$1.49M
|
-$16.6K
|
-86
|
-1%
|
|
|
413
|
Davenport & Co
Richmond,
Virginia
|
$1.48M
|
-$96.8K
|
-501
|
-6%
|
|
|
414
|
Rossby Financial
Melbourne,
Florida
|
$1.47M
|
+$153K
|
+794
|
+11%
|
|
|
415
|
Aprio Wealth Management
Atlanta,
Georgia
|
$1.47M
|
+$201K
|
+1,038
|
+15%
|
|
|
416
|
Vise Technologies
New York
|
$1.47M
|
–
|
–
|
–
|
|
|
417
|
Meridian Wealth Advisors
Austin,
Texas
|
$1.47M
|
–
|
–
|
–
|
|
|
418
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.45M
|
+$968K
|
+5,011
|
+167%
|
|
|
419
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$1.45M
|
-$5.22K
|
-27
|
-0.3%
|
|
|
420
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$1.45M
|
–
|
–
|
–
|
|
|
421
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.45M
|
+$1.55K
|
+8
|
+0.1%
|
|
|
422
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.45M
|
-$211K
|
-1,093
|
-12%
|
|
|
423
|
Asempa Wealth Advisors
Baton Rouge,
Louisiana
|
$1.45M
|
-$11.2K
|
-58
|
-0.7%
|
|
|
424
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.44M
|
-$138K
|
-713
|
-8%
|
|
|
425
|
Compass Financial Group
Dublin,
Ohio
|
$1.44M
|
-$44.6K
|
-231
|
-3%
|
|
